Solutions
Comprehensive tax preparation, advisory, and bookkeeping services designed to support your personal or business needs.
Our firm provides tailored business advisory and consulting services to help you achieve your goals. Our talented team offers creative solutions in strategic planning, goal setting, and operational optimization, all designed to meet your unique business needs.
We specialize in financial planning and analysis, giving you the insights needed to make confident decisions. Our mergers and acquisitions support ensures smooth transitions with expert guidance, while our strategic planning services help you set and achieve long-term objectives.
Advisory Services
At DSG CPAs + Advisors, we provide comprehensive tax filing services designed to ensure your returns are accurate and compliant. Our team handles all aspects of the filing process, from gathering necessary documentation to submitting your return. We work closely with you to maximize available deductions and credits, ensuring you minimize liabilities. Whether you're filing as an individual, business, or trust, our experienced team offers personalized support to navigate the complexities of tax filing with confidence.
Tax Filing Services
At DSG CPAs + Advisors, we offer expert services in trust and estate planning, ensuring your legacy is protected and transferred according to your wishes. We work alongside your attorneys and financial advisors to provide comprehensive tax preparation, advisory, and succession planning solutions that minimize tax burdens and maximize the value of your estate. Whether you’re planning for the future or managing a trust, our team helps you navigate complex financial decisions with confidence, providing you and your loved ones peace of mind.
Trust & Estate Solutions
Small Business Solutions
At DSG, we recognize the importance of accurate and timely financial information for small business success. Whether you're just starting out or looking to take your business to the next level, our team of experienced professionals is here to support you every step of the way. From bookkeeping and payroll to tax planning, we offer services designed to support your operations.
What sets us apart is our commitment to personalized service and attention to detail. We take the time to understand your unique business needs and goals, tailoring our solutions to fit your specific requirements. With our proactive approach and proactive communication, you can trust that your financial affairs are in capable hands, allowing you to focus on what you do best – growing your business.
Corporate Solutions
With the ever-changing landscape of tax laws and regulations, navigating the complexities of corporate taxation can be a daunting task. That's where we come in.
At DSG, we are dedicated to providing expert corporate tax services to businesses of all sizes and across various industries. Our team of seasoned tax professionals combines extensive knowledge with a proactive approach to help you minimize your tax liabilities while maximizing your savings.
Whether you're a small startup or a multinational corporation, we have the expertise and resources to meet your corporate tax needs.
Individual Solutions
At DSG, we specialize in providing expert personal tax services to individuals and families alike. Whether you're a salaried employee, a freelancer, a small business owner, or a high-net-worth individual, our team of experienced tax professionals is here to guide you through the intricacies of personal taxation with ease and precision.
Our comprehensive suite of personal tax services includes tax planning, preparation, filing, and IRS representation. Whether you're looking to file your annual tax return, navigate a complex tax situation, or resolve tax-related issues with the IRS, you can count on us to provide you with the expertise and support you need every step of the way.
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As digital assets gain prominence, understanding the tax implications and reporting requirements becomes increasingly important. At DSG CPAs + Advisors, we specialize in providing expert tax planning services to ensure compliance with the evolving landscape of cryptocurrency taxation. From accurate reporting of digital transactions to strategic planning for tax efficiency, our team is here to guide you through the complexities of digital asset taxes. For more information on how we can assist with your specific tax needs, visit our Digital Assets page.
Digital Assets
Our firm provides expert tax audit representation, serving as a qualified and trusted contact with the IRS. We take the lead in communicating with the IRS on your behalf, handling all correspondence and meetings to ensure the audit process is as smooth and stress-free as possible. With deep expertise in tax regulations, we advocate for your best interests, working diligently to resolve any discrepancies. Beyond audits, we assist with tax collection issues, providing strategic solutions to manage liabilities and negotiate payment plans when needed. Our comprehensive tax compliance services keep you up to date with evolving tax laws, ensuring your business remains compliant and avoiding costly penalties.
IRS Representation
We offer comprehensive bookkeeping and financial reporting services to keep your business on track. Our solutions provide accurate, timely reports and seamless financial management, tailored to fit your specific needs.
Our payroll services ensure smooth, efficient processing while maintaining compliance with all regulations. For more advanced financial management, we also offer CFO and Controller services, delivering expert-level oversight and strategic insights to support your business growth.
Accounting Services
Solutions
At DSG CPAs + Advisors, we specialize in delivering comprehensive tax preparation and advisory services designed to meet the unique needs of individuals and businesses alike. Our experienced team is dedicated to simplifying complex tax challenges, ensuring accuracy, and maximizing opportunities tailored to your goals. From navigating intricate tax regulations to crafting personalized strategies, we provide the guidance and expertise you can rely on. Trust us to handle every step of the process with precision, care, and a commitment to your success.
Preparation and filing of federal and state tax returns for sole proprietors, partnerships, and LLCs.
Tax Preparation
Guidance on entity selection, growth strategies, and financial planning tailored to small businesses.
Business Advisory
Monthly or quarterly reconciliations, expense tracking, and real-time financial reporting.
Bookkeeping
Accurate payroll processing, direct deposit setup, and compliance with tax regulations.
Payroll Management
Tax Compliance
Preparation of federal, state, and multi-state corporate tax returns, ensuring accuracy and adherence to deadlines.
Accounting Integration
Collaboration with your accounting team to ensure seamless financial operations and tax preparation.
Tax Planning
Strategies to minimize tax liability, including deductions, credits, and depreciation optimization.
Mergers & Acquisitions Support
Tax-efficient planning and compliance for corporate restructuring and transactions.
Accurate preparation and filing of personal tax returns, including Schedule C, D, and E filings.
Review of expenses such as home office, education, and investment-related deductions.
Guidance on tax-advantaged retirement accounts and contribution strategies.
Handling taxes on capital gains, dividends, and other investment-related income.
Individual Tax Services
Navigating individual taxes can be complex, but we’re here to make it simple. Whether you’re managing investments, planning for retirement, or handling life’s transitions, our team ensures accurate tax preparation and personalized planning. We focus on maximizing deductions, minimizing liabilities, and staying ahead of changing tax laws so you can have peace of mind throughout the year.
Business Strategy Development
Crafting roadmaps for growth, expansion, or restructuring.
Succession Planning
Tailored plans for transitioning ownership or leadership.
Industry-Specific Insights
Custom advice to address challenges unique to your field.
Bookkeeping
Maintenance of clean, up-to-date financial records.
Sales Tax
Accurate calculation and filing of sales tax returns.
Payroll Processing
Timely and compliant payroll for businesses of all sizes.
Financial Statements
Preparation of balance sheets, income statements, and cash flow reports.
IRS Representation
Dealing with the IRS can feel overwhelming, but our experienced team is here to provide expert support every step of the way. We assist with audits by preparing documentation and representing your case, negotiate payment plans or offers in compromise to make resolving balances manageable, and help reduce or eliminate penalties through penalty abatement strategies. Whether it’s navigating appeals or addressing complex disputes, we work diligently to protect your interests and achieve the best possible outcome.
Collaborative Estate Planning
We work closely with your attorneys and financial advisors to help maximize the effectiveness of your estate plan.
Tax Compliance & Filing
Ensure trust and estate tax returns are prepared accurately and on time with our specialized expertise.
Succession Strategy
Develop a thoughtful approach to passing on wealth or assets, aligning with your personal and family goals.
Digital Assets
Navigating the tax implications of digital assets can be complex, but DSG CPAs + Advisors are here to help. Whether you hold cryptocurrencies, NFTs, or other virtual assets, we provide expert guidance on tax compliance, reporting, and strategy. Our team stays up-to-date with the evolving regulations to ensure accurate tax filings and identify potential opportunities for savings. From capital gains calculations to IRS reporting requirements, we offer personalized support to simplify the taxation of your digital assets.
Expert Tax Preparation Services
At DSG CPAs + Advisors, we deliver precise and reliable tax preparation tailored to meet your needs. Whether you’re filing as an individual or for a business, our team ensures your returns are accurate, compliant, and optimized for savings. From identifying applicable deductions and credits to navigating complex tax codes, we handle the details so you can focus on what matters most. Let us simplify the process and provide peace of mind during tax season and beyond.